Peter Hanashiro signed KMH LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KMH LLP's EIN is 42-1539623.
Download the official 2024 Form 5500 (PDF) for KMH LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KMH LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY | 33-0818667 | — | ADVISORY | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-directed brokerage account - Schwab Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $6.0M | 27.4% | |
| S&P 500(R) INDEX NL SF CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $2.6M | 11.9% | |
| s - Fidelity ContraFund | Mutual Funds | — | — | $2.3M | 10.5% | |
| RUSSELL SMALL MID/CAP INDEX NL SF C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $1.6M | 7.3% | |
| Fully benefit-responsive investment contract - * The Lincoln National Life Ins. Lincoln Stable Value Account | Stable Value | — | — | $1.5M | 6.6% | |
| Baird Aggregate Bond Class Inst. Series | Other securities | — | — | $1.4M | 6.5% | |
| PUTNAM LARGE CAP VALUE TRUST II GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $1.2M | 5.4% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $1.2M | 5.2% | |
| INTERNATIONAL INDEX NL SF CL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 166 | Common Collective Trust | — | — | $919K | 4.2% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $825K | 3.7% | |
| JP Morgan Emerging Markets Equity | Other securities | — | — | $741K | 3.4% | |
| PIMCO Rae US Small Inst Class | Mutual Funds | — | — | $455K | 2.1% | |
| BlackRock Inflation Protected Bond | Other securities | — | — | $430K | 2.0% | |
| PIMCO Income | Mutual Funds | — | — | $391K | 1.8% | |
| Driehaus Small Cap Growth Inst Class | Other securities | — | — | $355K | 1.6% | |
| BlackRock Global Allocation | Other securities | — | — | $60K | 0.3% | |
| Participant Loans 4.25% - 9.25% -0- | Bonds / Notes | — | — | $24K | 0.1% | |
| CLEARBRIDGE SMALL CAP GROWTH R2 CIT GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4065366 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
